Email CSV Output

eydeak

Reputable Poster
Hi,

I'm using the Create!form 8 File Conversion to take a PDF and produce a CSV output which I can then email. I've been searching through the documentation, but there's not much about producing a CSV output. I added the detail fields on I need in my CSV to the File Conversion section and it currently comes out as a fixed width text file. Is there an option somewhere that I'm missing to tell it to output that section as comma delimited?

Or do I need to do something like adding a text field and building the delimiting row manually? (ie: "field1",field2,"field3" ...)

Thanks,
Ellen
 

TracyR

Member
Hi,

I'm using the Create!form 8 File Conversion to take a PDF and produce a CSV output which I can then email. I've been searching through the documentation, but there's not much about producing a CSV output. I added the detail fields on I need in my CSV to the File Conversion section and it currently comes out as a fixed width text file. Is there an option somewhere that I'm missing to tell it to output that section as comma delimited?

Or do I need to do something like adding a text field and building the delimiting row manually? (ie: "field1",field2,"field3" ...)

Thanks,
Ellen

Hi Ellen,

I'm also trying to use Create!form 8.0 to email a CSV attachment created from running an E1 UBE that has output set to export to CSV. We currently only email PDFs and now I'm trying to email CSVs. Have you been successful?

I was hoping to could take the csv output and press the PRINT button in work submitted jobs to send the output to a printer that is associated with a Create!Form email queue to email the csv attachment. We currently use designer and director to email PDF output. I used the File Conversion to make a CSV out of a PDF and now I now want to email it using director. It seems that print immediate is attached to PDF output only.

Here are 2 options from BottomLine that I'm working through. I'm attempting option 2

1 If you want to use the CSV, you'll need a separate director queue with a default project that uses a CSV datamap. Then you'll hand the job off with email header info to the email queue which will need to be configured to pass-thru unmerged docs (since there wont be a form associated with it). You can either edit the original email queue settings or create a second one.

2 Or another way, create a normal director project with a PDF datamap and use "Create!form File Conversion" designer (it gets installed with Director) to make a a CSV out of the PDF. Then call the file conversion node in the director project, send the resultant to the email queue. It sounds harder but most people actually find it easier.

Tracy Ryan
FinishMaster
E1 9.2 TR 9.2.3.2
Create!Form 8.0
 

TracyR

Member
I got this to work using Option 2. I started with PDF output created in E1. In the File Conversion Designer draw 1 large text box then use the variable object to add each field where you will add a comma between each value. This will preview a Text file. Also I went into page setup and changed page control from form feeds to none. This got rid of special characters showing at page breaks. This creates a text file. There's nowhere here to specify CSV. Do a print preview and save as csv (instead of text). Then open CSV to see how excel renders the columns. When the .csv extension is used it will automatically open in Excel by default.

For the Director project, I used a file conversion node to select my Transform project created using File Conversion (extension is ctp6) along with a send node to email the csv attachment. I use job ticket templates to capture from, to, subject, document name etc. In the jtt for the merged show name parameter (to name the document) . . . I put ".CSV" at the of the attachment name. This is where I specified CSV. This worked as well to have the document emailed as an attachment that ends in CSV.

Also I tried to specify that the document should be CSV by editing the JTT and putting PDF at end of parameter for merged show name. Foe example. . I changed "%cpEmail:-THIS#!MergedShowName!#" to "%cpEmail:-THIS#!MergedShowName!#.CSV". This also worked as well to have the document emailed as an attachment that ends in csv.
 
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